Our investment philosophy is well-grounded and evidence-based. It is a disciplined approach with a focus on optimizing after-tax returns, low-cost investing, diversified holdings, and proper asset allocation. While aligning your portfolio with the prevailing economic climate, we create a comprehensive investment strategy that best fits your financial life. 

By applying sophisticated financial analysis and research in practical and results-oriented design, your financial solution will be focused on strategies built to minimize risk while pursuing a rate of return sufficient to work towards your goals. While return is always important to you, safety is equally critical. Building portfolios that are consistent with your desired level of safety defines the types of investment options you will be comfortable with and gauges a rate of return you can reasonably expect.

Our mission is to provide you with clear objective guidance, a superior client experience, customized investment solutions, and accessible advisors. We assist you navigate your complex financial matters with the highest levels honesty and integrity.

We are fortunate to work closely with friendly, caring, and intelligent clients whom we truly enjoy spending time with. Our clients are teachers, physicians, lawyers, foundations, entrepreneurs, scientists, and people from all walks of life. They desire a relationship with a trusted financial advisor that can help them prudently manage their financial lives allowing more time devoted to personal pursuits.